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VentureFirmmicro vc · probableregistered_investment_adviser

Georgina Asset Management LLC

Venture Capital

Santa Monica, CA

Stewarding Wealth with Integrity and Insight. A partnership of distinguished wealth advisors united by a shared commitment to thoughtful counsel and enduring client success.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:bfc46aa3-9d77-472c-a7d7-b234d13bf332

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 5
On other graphs: 1
Observed: Sep 12, 2026 to Sep 16, 2026
42 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

GEORGINA ASSET MANAGEMENT LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
Vintages: 2014 to 2014
Reported GAV: $4.3Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $343M
Funds with fundraising evidence: 0derived
Investments: 0
Portfolio companies: 0
Investments, 12m: 0
Partner-attributed: 0
People: 25
Investment professionals: 2derived
Co-investors: 0derived
LP relationships: 0
Stated sectors: fintech,healthcare,consumer,energy,edtech,mediaas stated by the firm
Stated geography: australia,boston,colorado,denver,global,latin america,new england,new york
Latest ADV filing: Mar 28, 2024
Website: georginaassetmanagement.com

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV	LPs
KC Target Opportunity Fund I, LP	2014	Harvest	n/a	$4.3M	0

Relationships

Employs (27)

→ David VertsbergerPersonController
factThe subject's own site
→ Joseph OsonitschPersonHead of FP&A
factThe subject's own site
→ Christiana DidizianPersonAssociate
factThe subject's own site
→ Emma VerhaegenPersonExecutive Assistant
factThe subject's own site
→ Haig AriyanPersonFounder and Chief Executive Officer
factThe subject's own site
→ Mike RiordanPersonPresident
factThe subject's own site
→ Diego GalanPersonChief Financial Officer
factThe subject's own site
→ Seth WaughPersonVice Chairman and Senior Advisor
factThe subject's own site
→ Amy RizzoPersonChief Growth Officer
factThe subject's own site
→ Brian PurcellPersonChief Technology Officer
factThe subject's own site
→ Sumit HandaPersonChief Investment Officer
factThe subject's own site
→ Jon DuprauPersonChief Investment Strategist
factThe subject's own site
→ Zbynek KozelskyPersonHead of Compliance and Supervision
factThe subject's own site
→ Mike MazzonePersonHead of Advanced Planning
factThe subject's own site
→ Tom PovedanoPersonHead of Arax Insurance Services
factThe subject's own site
→ Brian DurkinPersonChief Compliance Officer
factThe subject's own site
→ Brian MackeyPersonChief Financial Officer
factThe subject's own site
→ Kate SchultzPersonChief Human Resources Officer
factThe subject's own site
→ Ryan StuartPersonDirector of Operations
factThe subject's own site
→ Keith StratmanPersonController
factThe subject's own site
→ Leslie SparksPersonSenior Compliance Officer
factThe subject's own site
→ Brittany HallPersonCompliance Officer
factThe subject's own site
→ Trish KoontzPersonCompliance Officer
factThe subject's own site
→ Robert Howard LippPersonTrustee
May 1, 2021 to presentfactForm ADV
→ Anthony Lee BluefordPersonChief Compliance Officer
Jan 1, 2020 to presentfactForm ADV
→ Diane S (mi Only) LippPersonOwner
Jan 1, 2001 to Mar 31, 2022inferenceForm ADV
→ Kristina Linda NavaPersonChief Compliance Officer
Jan 1, 2005 to May 25, 2020inferenceForm ADV

Manages (1)

→ KC Target Opportunity Fund I, LPFundVenture Capital Fund
Mar 31, 2014 to presentfactForm ADV

Owns (8)

← GAM Investment Holdings, LLCFirmMember
Feb 1, 2024 to presentfactForm ADV
← Westwood Financial Holdings, LLCFirmMember
Feb 1, 2024 to presentfactForm ADV
← Lipp 2021 Revocable TrustFirmMember
Feb 1, 2024 to presentfactForm ADV
← Arax Wealth Management, LLCFirmMember
Jun 1, 2023 to presentfactForm ADV
← Arax Midco, LLCFirmMember
Jun 1, 2023 to presentfactForm ADV
← Arax Investment Partners, LLCFirmMember
Jun 1, 2023 to presentfactForm ADV
← Arax Business TrustFirmMember
Mar 1, 2023 to presentfactForm ADV
← Redbird Capital Partners Fund IV Genpar LLCFirmTrustee
Jan 1, 2023 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2022
Person left
Diane S (mi Only) Lipp (Owner) no longer on Schedule A of Georgina Asset Management LLC
Form ADVobserved 6 days ago
Occurred
May 25, 2020
Person left
Kristina Linda Nava (Chief Compliance Officer) no longer on Schedule A of Georgina Asset Management LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2020
Person joined
Anthony Lee Blueford joined Schedule A of Georgina Asset Management LLC as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Mar 30, 2012
Adviser's first ADV filing
Georgina Asset Management LLC first filed Form ADV (IA)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2014
KC Target Opportunity Fund I, LP first reported on Form ADV by Georgina Asset Management LLC (Venture Capital Fund), GAV $4,607,628

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 website (Form ADV) · as of 2026-09-12

Also named here, with no published line of their own (reach them through the firm): David Vertsberger (Controller), Joseph Osonitsch (Head of FP&A), Christiana Didizian (Associate), Emma Verhaegen (Executive Assistant), Haig Ariyan (Founder and Chief Executive Officer), Mike Riordan (President), Diego Galan (Chief Financial Officer), Seth Waugh (Vice Chairman and Senior Advisor), Amy Rizzo (Chief Growth Officer), Brian Purcell (Chief Technology Officer), Sumit Handa (Chief Investment Officer), Jon Duprau (Chief Investment Strategist).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Venture Capital
Canonical id: dfx:vc:bfc46aa3-9d77-472c-a7d7-b234d13bf332
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Georgina Asset Management LLC

Venture Capital

Santa Monica, CA

Stewarding Wealth with Integrity and Insight. A partnership of distinguished wealth advisors united by a shared commitment to thoughtful counsel and enduring client success.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:bfc46aa3-9d77-472c-a7d7-b234d13bf332

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

Form D sold

GAV

LPs

KC Target Opportunity Fund I, LP

2014

Harvest

n/a

$4.3M